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Add-On Portal Trading Partner Information Form

Learn about the Smartform designed to collect important data in order to improve the onboarding process for a new Trading Partner!

Written by Lori Anne Stevens
Updated this week

Product(s): Account Management (AMP), Foundry platform, Add-On Portal

Purpose

The Trading Partner Smartform collects the information required to set up and onboard a new Trading Partner for the exchange of EDI transactions through the TrueCommerce network.

Required Fields in the Form

The table, below, outlines the required fields and how they are used during setup and testing.

Required Field Name

Description

Vendor/Account Number

The Vendor number assigned to you by the Trading Partner; required to start your onboarding project. Customers can typically find the vendor number in one of the following locations:

  • Trading Partner Onboarding or Welcome email

  • Contracts or Agreements

  • Trading Partner portals

  • Invoices or Remittance documents

  • Internal Finance or AR/AP Teams

  • Directly from the Trading Partner

Account EDI ID

Select your EDI ID from the drop-down list in the Form. This identifies your company on the TrueCommerce network.

Alternate Project Contact (Optional)

Alternate contact for setup and testing. If not provided, the submitter will be assigned as the Primary Project Contact.

Trading Partner ID (ISA ID)

The EDI identifier used to route documents to and from the correct Trading Partner. Customers can typically find this ID in one of the following locations:

  • Trading Partner Onboarding or Welcome email

  • Trading Partner Specifications

  • Directly from the Trading Partner

Supporting Documentation (Optional)

Upload files to support setup (e.g., mapping guides, specifications, other onboarding documentation.

Third-Party Testing Portal Requirements

If the Trading Partner requires testing through a third-party portal and you want TrueCommerce to test on your behalf, we will request the following information in order to initiate the project:

  • Portal URL

  • Username

  • Password

If you prefer not to share existing credentials, you may create separate credentials for TrueCommerce usage. If the credentials are not available at the time of purchase, we can collect these at the start of the project.

File Uploads

Supported file types include: txt, png, jpg, jpeg, gif, tiff, eps, csv, doc, docx, xls, xlsx, pdf, zip, 7z, mov, mp4.

Accessing the Trading Partner Information Form

The Trading Partner Information Form will pop up once you add a Trading Partner to your cart. Additionally, you will be able to enter or edit the Form once you are on the Cart summary page by clicking the Form's icon.

rev. 2/26/2026

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